Financial Planning Analyst

Shaw Trust; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking organization dedicated to social purpose and equality. This role is perfect for a finance professional eager to make a difference by analyzing data and advising on commercial strategies. You will collaborate with finance partners to enhance bidding strategies and financial outlooks while enjoying a supportive work environment that values inclusivity and diversity. With a strong commitment to employee development and well-being, this position offers a unique opportunity to contribute to meaningful change while advancing your career in finance.

Benefits

25 days annual leave

Paid volunteering leave

Enhanced pension scheme

Life Assurance

Learning and development opportunities

Health and Wellbeing initiatives

Qualifications

• Experience in transactions, bids, and deals environment.
• Strong analytical skills to identify trends.

Responsibilities

• Develop and implement commercial bids and acquisitions.
• Advise senior leadership on financial outlook.

Skills

Financial Modelling

Data Analysis

Stakeholder Engagement

Relationship Building

Education

Qualified or Part-Qualified Accountant (CIMA, ACA, ACCA, CFA)

Professional training in financial modelling

Job description

"Shaw Trust promotes team spirit, inclusiveness and it is an organisation where everybody is somebody. I am proud to be part of this great organisation."

At Shaw Trust we believe everyone has the right to live a decent and dignified life and an opportunity for rewarding work. We are a social purpose organisation challenging inequality and breaking down barriers to enable social mobility.

For us being part of the solution is about creating the conditions for this to happen, advocating and delivering services that make a real difference. Working in partnership not competition, we are part of an eco-system of purpose-led organisations, striving for a fairer, more equal society centred on opportunity for all.

Purpose

We are looking for a dynamic and highly motivated individual to join our finance team. You will work closely with the finance business partners and operational leads to develop, implement, and review commercial bids and acquisitions across the organisation. You will implement best practices from a modelling and due diligence perspective and advise senior leadership on value drivers to inform the bidding strategy and financial outlook.

You will be a finance, data analytics, or financial modelling professional with the ability to analyse data, identify trends and engage and influence a range of stakeholders consistently. You will be a strong relationship builder within the finance team and across the organisation. You will have a passion for quickly understanding and evaluating the value driver across a diverse range of contracts and sectors.

Essential:

You will have:

1. Qualified or Part-Qualified Accountant CIMA, ACA, ACCA, CFA, or Equivalent such as a well-trained Financial Modeller or Data Analyst (FMVA, BIDA etc.).
2. Professional training or QBE in financial modelling.
3. Experience of working in a transactions, bids and deals environment, technical financial modelling, or due diligence role, either in professional services or as part of an industry / in a business development team.

Download the Job Description for full details.

Location:

You will be homebased.

Employee Benefits

As an employee of Shaw Trust as well as positively impacting people's lives, you will have access to the following benefits:

1. 25 days annual leave per year (plus bank holidays), with incremental increases post 3 years' service up to 28 days, and the option to purchase additional holiday.
2. 2 days paid volunteering leave each year.
3. An enhanced pension scheme after 6 months.
4. Life Assurance at 3 times your annual salary rate.
5. Access to a suite of learning and development opportunities including paid for apprenticeship and masters' levels qualifications, and management development programmes.
6. Opportunities to connect with our employee diversity networks (LGBTQ+ Support Network, Racial Equality Network, Disability Equality Network, Women's Network).
7. Health and Wellbeing initiatives including internal support, employee assistance programme and health cash plan.

Join a diverse and inclusive organisation

Shaw Trust is committed to creating a diverse and inclusive working environment, where every employee, regardless of their background or lived experience, feels that they belong and can progress in their career.

In addition;

1. We are proud to be certified as an employer who meets the National Equality Standard, the accepted standard for inclusiveness in business across the UK.
2. We are Disability Confident Leaders, support the guaranteed interview scheme and use of the government's Access to Work scheme.
3. Living our values, we are keen to reflect the diversity of UK society at every level within our organisation.

We welcome applications from all sections of the community including from people with lived experience and/or knowledge of disability or social exclusion.

If you have accessibility requirements and/or would like further information about the role, please contact: [e-mail].

Shaw Trust reserve the right to close this vacancy early if sufficient applications are received.